TCT365 for Insurance

A powerful insurance CRM solution built with industry best practices

A better way to reach your clients

Drive meaningful leads to new clients with a CRM solution designed specifically for the insurance industry.

Generate & Convert High Quality Leads

Increase New Client Acquisition

Offer the Right Product to the Right Customer

Increase Up-Sell & Cross-Sell Opportunities

Why TCT365 for Insurance?

TCT365 for Insurance is an industry-specific CRM solution built on top of Microsoft Dynamics 365. We blend technology and strategy for a solution that is tailored to an insurer’s specific needs. The result is a system that makes business sense.


  • Increased Time to Value
  • Built-in Industry Best Practices
  • Improved User Adoption
  • Optimised Decision Making & Next Best Actions

Get A Single View of Your Clients

Combine and leverage all your data – spanning policies, premiums, opportunities, open claims, relationships and  assets – with a single view. Our unified interface creates a seamless customer experience, while empowering your sales team with the information they need. 

Offer A Full Omni-Channel Experience

A unified front end allows you, and your clients, to switch seamlessly between channels and devices. You’ll be able to bring together SMS, email, social, chatbots and more for a consistent and powerful experience.

Gain Next Best Actions 

Use data-driven customer insights that will proactively recommend the right product to the right client at the right time. Real-time dashboards and reporting allows you to offer extra products or services that match the client’s profile for a highly personalised interaction. 

Ready To Get Started?

The Only Tool You’ll Ever Need

TCT365 for Insurance uses a pre-built feature list that combines insurance industry best practices with the latest technology to improve your time to value.

Campaign Management

Build, automate and manage multi-channel campaigns targeting multiple segmented customer lists.

Event Management

Manage the complete event process, from automated invitations to RSVP management and follow-ups.

Full Omni-Channel

Allow your clients to interact with you using multiple channels that suit them.

Lead Management & Distribution

Generate high quality leads and distribute the leads with the highest propensity to close to the right sales person.

Sales Pipeline Management

Manage your end-to-end sales process. Accurately forecast your deals and meet sales targets with full visibility of your sales pipeline.

Client Onboarding

Provide clients with a guided and seamless onboarding process. Capturing Know-Your-Client, policy and compliance information.

Policy Management

Manage all your clients’ policy information in one place. Get automated notifications on policy renewal dates, cross-sell and up-sell opportunities.

Single View of a Customer and Broker

Get a single view of all your clients and brokers. Providing your sales team with contextual information and next best actions.

Customer Insights

Use insight into how your clients think and behave to drive improved processes, sales conversions and stronger client engagements.

“In just seven months we saw an 87% increase in sales”

– Keith Boyle.
Head of D2C at Vitality

Get In Touch

Discover how TCT365 for Insurance can build stronger client relationships and boost client acquisition.